Monday 21 September 2026 · Michelle & Jessica · The call · a bar downtown / home, Tribeca · 31 s

Michelle & Jessica · The call · a bar downtown / home, Tribeca · salt 90 wearing Veronica Beard & L'AGENCE

Michelle has deleted the dating apps again. Jessica answers the call with the share price: Bumble is $2.82, down 97% from the day it listed, while Match is up 36% this year. The first Lupo TV call.

Bumble (BMBL) closed at $2.82, down 22% this year, 60% in a year and 97% from its February 2021 peak of $84.80; revenue fell from $248M to $210M in a year and the company lost $128M in the quarter (Q2 FY2026, filed 6 Aug). Match Group (MTCH), the owner of Tinder and Hinge, is up 36% this year at $43.07 and made $170M in the quarter on $853M of revenue. Grindr's directors sold $7.8M of stock on 18 September under 10b5-1 plans. All from the tape: prices, filings, insider forms, and the earnings-day record (Bumble typically moves 8.6% on results). Michelle, at the bar, has an opinion. Jessica, at home, has the numbers.

in plain EnglishDating apps are public companies, so the record keeps score on them the way it does on everything else. Bumble, the app where women make the first move, has lost almost all of its stock-market value since it listed and is shrinking. Match, which owns Tinder and Hinge, is doing fine. Michelle calls Jessica from a bar to complain about the men in New York, and Jessica tells her what the market thinks. They find this funny. So did we.

Reported Monday 21 September 2026 · every number dated to its source, latest 18 September 2026

1 · evidence every number, with its source and its date

$2.82 · −22% this year · −60% in a year · −97% from $84.80 on 12 Feb 2021

Bumble (BMBL)

daily closes on the AirPort tape (Massive) to 18 Sept 2026 · 2026-09-18

Q2 FY2026 revenue $210.5M vs $248.2M a year earlier · net loss $127.9M

Bumble, the business

_spans_fund, 10-Q filed 2026-08-06 · 2026-08-06

$43.07 · +36% this year · +12% in a year · Q2 revenue $853.1M, net income $170.5M

Match Group (MTCH)

daily closes + _spans_fund, 10-Q filed 2026-08-05 · 2026-09-18

$15.91 · +20% this year · directors sold 500,000 shares, $7.8M, on 18 Sept (10b5-1)

Grindr (GRND)

_spans_insiders, Form 4s · 2026-09-18

Bumble typically moves 8.6%, more than 5% three times in four (15 statements since 2021)

On earnings day

_spans_earnings_rx on the AirPort tape · 2026-08-07

"Bumble Inc. (BMBL) Stock Dips While Market Gains" · closed $2.96, −1.33%

Last week

news on the tape, 17 Sept · 2026-09-17

2 · relations who this touches

Bumble Match Group Grindr Dating apps

3 · history · 4 · analogues · 5 · ask Pro

AirPort has been watching this since before it was news. The trail, the last times this shape happened, and Ask, scoped to this story.GO DEEPER

more like this same subject first, then the same presenter, then the rest of the day